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  Name: SEARCY FINANCIAL SERVICES INC /ADV
  City: Overland Park
  State: KS
  Zip: 66213
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,455,000
  Total Value Change : $16,194,000
  Securities Held Change : 5
   
All Securities Held : 26
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 3
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 5 - $0.00 $18,326,000 379,817 9.33% -1,240,000 -25,115 0.306    N/A
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 7 - $104.78 $13,491,000 132,823 6.87% 1,106,000 -1,563 0.83    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 8 - $183.63 $11,035,000 61,176 5.62% 935,000 -5,297 0.001    Internet Software & S...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 9 - $413.12 $10,394,000 24,716 5.29% 1,422,000 -441 0.002    Property & Casualty I...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 10 - $175.43 $10,064,000 66,096 5.12% 474,000 -1,955 0.001    Search Engines & Info...
   (ACN)1 Year Chart         ACN Accenture Plc 14 - $308.00 $1,546,000 4,460 0.79% -140,000 -345 0.001    Management Services

      6 Records Found
  1    
Page 1 of 1
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